Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,663 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $71.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
15,081
shares
|
$3.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
15,074
shares
|
$3.48 Million
0.62% of portfolio
|
Q3 2024
Added 167.22%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,004
shares
|
$3.47 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
14,949
shares
|
$3.45 Million
0.85% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
14,917
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,869
shares
|
$3.44 Million
0.08% of portfolio
|
Q3 2024
Added 208.17%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
14,865
shares
|
$3.43 Million
0.81% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,842
shares
|
$3.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,838
shares
|
$3.43 Million
0.79% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
14,825
shares
|
$3.43 Million
0.28% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,706
shares
|
$3.4 Million
0.12% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
14,701
shares
|
$3.4 Million
2.61% of portfolio
|
Q3 2024
Added 218.2%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
14,665
shares
|
$3.39 Million
1.9% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
14,592
shares
|
$3.37 Million
0.66% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,550
shares
|
$3.36 Million
0.12% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
14,535
shares
|
$3.36 Million
1.18% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
14,513
shares
|
$3.35 Million
0.15% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,474
shares
|
$3.34 Million
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
14,462
shares
|
$3.34 Million
1.19% of portfolio
|
Q3 2024
Added 58.28%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
14,404
shares
|
$3.33 Million
0.38% of portfolio
|
Q3 2022
Reduced 25.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14,404
shares
|
$3.33 Million
0.99% of portfolio
|
Q1 2024
Reduced 85.07%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,302
shares
|
$3.3 Million
0.03% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
14,284
shares
|
$3.3 Million
0.22% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,226
shares
|
$3.29 Million
0.24% of portfolio
|
Q3 2024
Added 474.56%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
14,225
shares
|
$3.29 Million
0.23% of portfolio
|
Q2 2024
Added 1.44%
|